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iShares ESG Aware MSCI EM ETF

556 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 243 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 67

2% less funds holding

Funds holding: 567556 (-11)

8.16% less ownership

Funds ownership: 83.72%75.56% (-8.2%)

18% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 243

38% less capital invested

Capital invested by funds: $5.36B → $3.34B (-$2.02B)

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
556
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.37%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
243
Closed
67
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K
Name Holding Trade Value Shares
Change
Change in
Stake
RCWMU
401
Rothschild & Co Wealth Management (UK)
United Kingdom
$244K
TPCW
402
TD Private Client Wealth
New York
$242K -$1.29K -38 -0.5%
SCA
403
Spearhead Capital Advisors
Florida
$241K +$2.1K +62 +0.8%
BAAM
404
Baker Avenue Asset Management
California
$241K +$9.94K +293 +4%
CPIG
405
Chicago Partners Investment Group
Illinois
$240K
PA
406
Planning Alternatives
Michigan
$239K +$57.6K +1,698 +30%
EGWAG
407
Elwood & Goetz Wealth Advisory Group
Georgia
$237K -$349K -10,302 -58%
PL
408
Plancorp LLC
Missouri
$237K -$117K -3,456 -32%
SIC
409
Sigma Investment Counselors
Michigan
$237K
DFA
410
DHK Financial Advisors
New Hampshire
$235K +$26.1K +771 +12%
HWA
411
Heritage Wealth Advisors
Virginia
$235K +$138K +4,064 +127%
AFP
412
Ausdal Financial Partners
Iowa
$234K -$4.75K -140 -2%
ECG
413
Edge Capital Group
Georgia
$234K +$246K +7,254 New
VWM
414
Venturi Wealth Management
Texas
$230K -$1.17M -34,407 -83%
WIP
415
WealthCare Investment Partners
Rhode Island
$228K -$40.4K -1,192 -14%
SAS
416
Sage Advisory Services
Texas
$226K -$14K -413 -6%
WWM
417
WT Wealth Management
Arizona
$226K +$39.8K +1,173 +20%
FCM
418
Fortis Capital Management
Washington
$226K +$237K +7,003 New
SP
419
Successful Portfolios
Florida
$225K -$207K -6,112 -47%
FHA
420
Flagship Harbor Advisors
Massachusetts
$221K -$2.1K -62 -0.9%
CCA
421
Cobblestone Capital Advisors
New York
$219K +$14.8K +436 +7%
OCM
422
One Capital Management
California
$217K +$13.9K +410 +6%
SG
423
StoneX Group
New York
$214K -$188K -5,554 -46%
SFM
424
Signet Financial Management
New Jersey
$212K -$4.24K -125 -2%
AP
425
Appleton Partners
Massachusetts
$212K +$12.5K +370 +6%

ESGE Hedge Fund Activity: Q2 2022 in Review

556 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2022, worth a combined $3.34B — down 38% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ESGE and 62 opened new positions — a net loss of 5 holders — while 243 trimmed existing stakes and 199 added.

The largest buyer was Jane Street, adding an estimated $186M. The largest seller was Envestnet Asset Management, cutting an estimated $709M.

  • 556 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2022, down from 567 in Q1 2022.
  • Funds reported $3.34B of iShares ESG Aware MSCI EM ETF stock for Q2 2022, down 38% quarter-over-quarter.
  • 62 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2022 and 67 closed out, a net change of -5 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2022 was Jane Street, an estimated $186M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $709M sold.

Based on aggregated 13F filings for Q2 2022.